Private Wealth Management Group, LLC Software—Application

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$260B
$101 Million 0.04% of portfolio
377
Q1 2025 Added 5.6%
$212B
$84.7 Million 0.03% of portfolio
138
Q1 2025 Added 0.73%
$139B
$49.5 Million 0.02% of portfolio
518
Q1 2024 Added 53.25%
$186B
$49.4 Million 0.02% of portfolio
678
Q1 2025 Added 14.53%
$53.1B
$42.9 Million 0.02% of portfolio
164
Q1 2025 Added 17.14%
$194B
$35.8 Million 0.01% of portfolio
45
Q3 2024 Added 2.27%
$104B
$32.3 Million 0.01% of portfolio
122
Q1 2025 Added 16.19%
$4.21B
$30.3 Million 0.01% of portfolio
105
Q4 2024 Added 208.82%
$33.6B
$27.2 Million 0.01% of portfolio
86
Q4 2024 Added 2.38%
$39.1B
$24 Million 0.01% of portfolio
13
Q2 2024 Added 85.71%
$25.9B
$15.4 Million 0.01% of portfolio
27
Q3 2024 Added 3.85%
$87.1B
$13.7 Million 0.01% of portfolio
54
Q1 2025 Added 14.89%
$18.8B
$12.5 Million 0.0% of portfolio
169
Q3 2024 New
$55.9B
$11.9 Million 0.0% of portfolio
69
Q1 2025 Reduced 5.48%
$22.4B
$10.4 Million 0.0% of portfolio
67
Q1 2025 Added 31.37%
$15.3B
$10.3 Million 0.0% of portfolio
126
Q3 2024 Added 27.27%
$5.18B
$9.68 Million 0.0% of portfolio
121
Q4 2023 New
$197M
$8.03 Million 0.0% of portfolio
647
Q1 2025 Reduced 9.89%
$33.5B
$7.66 Million 0.0% of portfolio
140
Q1 2025 Reduced 37.78%
$1.88B
$7.57 Million 0.0% of portfolio
124
Q4 2023 New
$7.6B
$7.42 Million 0.0% of portfolio
47
Q4 2024 Added 34.29%
$2.64B
$7.27 Million 0.0% of portfolio
277
Q4 2024 Reduced 5.46%
$8.78B
$6.13 Million 0.0% of portfolio
313
Q4 2024 Added 9.82%
$21.3B
$5.68 Million 0.0% of portfolio
68
Q4 2023 New
$15.8B
$5.67 Million 0.0% of portfolio
144
Q1 2025 Added 118.18%
$2.37B
$5.26 Million 0.0% of portfolio
203
Q2 2024 Reduced 16.8%
$3.31B
$4.93 Million 0.0% of portfolio
139
Q1 2025 Reduced 0.71%
$13.3B
$4.59 Million 0.0% of portfolio
21
Q2 2024 Added 200.0%
$12.3B
$4.5 Million 0.0% of portfolio
26
Q1 2025 Reduced 38.1%
$4.88B
$3.96 Million 0.0% of portfolio
18
Q4 2024 Added 80.0%
$2.05B
$3.92 Million 0.0% of portfolio
278
Q4 2024 Added 198.92%
$1.27B
$3.83 Million 0.0% of portfolio
143
Q2 2024 Added 130.65%
$2.1B
$3.76 Million 0.0% of portfolio
73
Q2 2024 New
$45.2B
$3.5 Million 0.0% of portfolio
15
Q3 2024 Added 7.14%
$3.3B
$3.02 Million 0.0% of portfolio
110
Q1 2025 Reduced 25.17%
$23.4B
$2.91 Million 0.0% of portfolio
5
Q4 2023 New
$9.79B
$2.91 Million 0.0% of portfolio
44
Q3 2024 New
$549M
$2.86 Million 0.0% of portfolio
425
Q4 2024 Reduced 12.37%
$907M
$2.79 Million 0.0% of portfolio
127
Q1 2025 Added 108.2%
$4.14B
$2.57 Million 0.0% of portfolio
37
Q4 2023 New
$4.89B
$2.52 Million 0.0% of portfolio
55
Q1 2025 Reduced 46.08%
$40.4B
$2.38 Million 0.0% of portfolio
24
Q1 2025 Reduced 82.86%
$626M
$2.26 Million 0.0% of portfolio
430
Q2 2024 Reduced 24.03%
$18.7B
$1.87 Million 0.0% of portfolio
10
Q3 2024 Added 11.11%
$2.63B
$1.52 Million 0.0% of portfolio
256
Q1 2025 Added 13.27%
$10B
$1.5 Million 0.0% of portfolio
8
Q2 2024 New
$992M
$1.39 Million 0.0% of portfolio
114
Q1 2025 New
$3.38B
$931,000 0.0% of portfolio
15
Q4 2023 New
$3.95B
$921,000 0.0% of portfolio
41
Q3 2024 Reduced 89.49%
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